RWP

RWA Wealth Partners Portfolio holdings

AUM $8.8B
1-Year Est. Return 13.88%
This Quarter Est. Return
1 Year Est. Return
+13.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.58B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$17M
3
+$15.2M
4
SWKS icon
Skyworks Solutions
SWKS
+$13.3M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$13.2M

Top Sells

1
+$19.4M
2
+$13.3M
3
+$12.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$12.3M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$11.3M

Sector Composition

1 Technology 8.85%
2 Healthcare 4.8%
3 Financials 3.91%
4 Consumer Staples 3.26%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$41.2M 0.54%
45,482
-780
27
$40.5M 0.53%
598,268
-7,573
28
$40M 0.53%
219,721
-13,566
29
$38.9M 0.51%
242,390
+26,440
30
$38.4M 0.51%
94,482
-2,385
31
$38M 0.5%
110,415
-118
32
$36.2M 0.48%
66,859
-17,726
33
$35.3M 0.47%
214,039
-7,124
34
$35.2M 0.46%
284,410
+191
35
$35.2M 0.46%
193,290
-2,300
36
$34.9M 0.46%
302,459
+256,631
37
$34.1M 0.45%
127,468
-6,651
38
$33.2M 0.44%
269,063
+25,113
39
$32.6M 0.43%
65,104
+10,464
40
$31.7M 0.42%
164,037
+4,303
41
$31.4M 0.41%
272,786
-746
42
$30.3M 0.4%
59,555
+21,956
43
$28.1M 0.37%
141,141
-1,585
44
$28.1M 0.37%
110,267
-12,082
45
$27.7M 0.37%
151,218
-438
46
$27.5M 0.36%
249,629
-3,083
47
$27.4M 0.36%
128,455
-561
48
$27.2M 0.36%
583,583
+28,901
49
$26.5M 0.35%
52,504
-709
50
$25.9M 0.34%
175,001
+2,428
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